Ruane, Cunniff & Goldfarb - Sequoia Fund 13F Activity & Position Changes (Q2 2020)
According to the SEC 13F filed on Aug 14, 2026, the Sequoia Fund portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2020, the filing reported:
New Buys - Walt Disney Company (The)
Increases - Angi Inc., Credit Acceptance Corporation, Liberty Media Corporation - Ser, Meta Platforms, Inc., Taiwan Semiconductor Manufactur, and 1 more
Reductions - American Electric Power Company, Amazon.com, Inc., Arista Networks, Inc., Builders FirstSource, Inc., Berkshire Hathaway Inc., and 14 more
Complete Exits - Booking Holdings Inc. Common St, Progressive Corporation (The)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2020
|
AEP
American Electric Power Company
|
Sell |
-377
|
|
Q2 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-1,508
|
|
Q2 2020
|
ANET
Arista Networks, Inc.
|
Sell |
-26,361
|
|
Q2 2020
|
ANGI
Angi Inc.
|
Buy |
+2,498
|
|
Q2 2020
|
BKNG
Booking Holdings Inc. Common St
|
Sell - Position Exit |
-200,562
|
|
Q2 2020
|
BLDR
Builders FirstSource, Inc.
|
Sell |
-1,319
|
|
Q2 2020
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-124
|
|
Q2 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-193,526
|
|
Q2 2020
|
CACC
Credit Acceptance Corporation
|
Buy |
+39,990
|
|
Q2 2020
|
DIS
Walt Disney Company (The)
|
Buy - Position Entry |
+2,814,237
|
|
Q2 2020
|
EIX
Edison International
|
Sell |
-542
|
|
Q2 2020
|
FWONK
Liberty Media Corporation - Ser
|
Buy |
+446,770
|
|
Q2 2020
|
GOOG
Alphabet Inc.
|
Sell |
-122,568
|
|
Q2 2020
|
GOOGL
Alphabet Inc.
|
Sell |
-24,077
|
|
Q2 2020
|
KMX
CarMax Inc
|
Sell |
-2,434,622
|
|
Q2 2020
|
KO
Coca-Cola Company (The)
|
Sell |
-676
|
|
Q2 2020
|
LBRDA
Liberty Broadband Corporation
|
Sell |
-7,701
|
|
Q2 2020
|
LBRDK
Liberty Broadband Corporation
|
Sell |
-24,155
|
|
Q2 2020
|
MA
Mastercard Incorporated
|
Sell |
-236,196
|
|
Q2 2020
|
META
Meta Platforms, Inc.
|
Buy |
+72,501
|
|
Q2 2020
|
PG
Procter & Gamble Company (The)
|
Sell |
-255
|
|
Q2 2020
|
PGR
Progressive Corporation (The)
|
Sell - Position Exit |
-3,539
|
|
Q2 2020
|
SCHW
Charles Schwab Corporation (The
|
Sell |
-1,987,340
|
|
Q2 2020
|
TSM
Taiwan Semiconductor Manufactur
|
Buy |
+3,780,024
|
|
Q2 2020
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+17,902
|
|
Q2 2020
|
UNP
Union Pacific Corporation
|
Sell |
-181
|
|
Q2 2020
|
V
Visa Inc.
|
Sell |
-164,970
|
|
Q2 2020
|
W
Wayfair Inc.
|
Sell |
-2,204,249
|